Reports Webinar On April 28th 2021, SETWorks hosted a live webinar about Reports. You can view the recording from the link below: Topics Discussed Topics discussed include: How to access the Reports tab. How to mark a Report as a favorite. How to ...
Goals and Goal Types On November 24th 2021, SETWorks hosted a live webinar about tracking goals by type in SETWorks. You can view the recording from the link below: Overview of Goal Types: Goal Types Reports Discussed: Goal Type Overview Dashboard ...
Billable Individual Activity Records Webinar On August 25th 2021, SETWorks hosted a live webinar about the Group Record. You can view the recording from the link below: The SETWorks Billable Individual Activity Record is ideal for 1:1 situations - ...
Billability Webinar On June 29th 2022, SETWorks hosted a live webinar about Billability. You can view the recording below: Featured Reports Staff Billability Report